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-1.41%
This Month
-2.53%
Year To Date
+51.77%
2 Years
+60.78%
5 Years
+149.35%
10 Years
+12.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology23%
- 📊 ETFs22.13%
- 🖥️ Technology Services21.01%
- 💇♀️ Consumer Services10.27%
- 🍞 Consumer Non Durables7.09%
- 💰 Finance6.34%
- 🪙 Cryptocurrencies4.89%
- 💵 Cash3.74%
- 🛍️ Retail Trade2.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.55%
- 🇺🇸 NYSE32.87%
- 🌍 Digital Currency4.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.28%
Dividends
Dividend Yield
0.35%
9 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.2%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
1.9
1.9
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
1.9
1.9
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.06
High:
AMD
76.4AMDLow:
DIS
15.18DISDetails
PEG Ratio
131.45
High:
MCD
571.79MCDLow:DIS
12.61DISDetails
Price/Book
9.01
High:
MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
7.8
High:
V
14.97VLow:DIS
1.93DISDetails
Price/CF
23.81
High:AMD
45.99AMDLow:DIS
13.03DISDetails
Price/FCF
53.39
High:
AMZN
325.85AMZNLow:
COKE
24.17COKEDetails
P/E Ratio
30.06
High:AMD
76.4AMDLow:DIS
15.18DISDetails
PEG Ratio
131.45
High:MCD
571.79MCDLow:DIS
12.61DISDetails
Price/Book
9.01
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
7.8
High:V
14.97VLow:DIS
1.93DISDetails
Price/CF
23.81
High:AMD
45.99AMDLow:DIS
13.03DISDetails
Price/FCF
53.39
High:AMZN
325.85AMZNLow:COKE
24.17COKEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.26% | Nov 2021 | Jul 2024 | 32 |
-18.34% | Nov 2018 | Dec 2019 | 13 |
-13.13% | Feb 2020 | Apr 2020 | 2 |
-8.92% | Jul 2021 | Oct 2021 | 3 |
-7.26% | Nov 2025 | - | 5 |
-7.05% | Feb 2025 | May 2025 | 3 |
-6.56% | Sep 2020 | Dec 2020 | 3 |
-3.44% | May 2021 | Jun 2021 | 1 |
-2.21% | Jan 2021 | Feb 2021 | 1 |
-1.91% | Dec 2024 | Jan 2025 | 1 |
-0.47% | Oct 2024 | Nov 2024 | 1 |